Kotak Equity Savings Fund vs SBI Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invest NowSBI Equity Savings Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹7089 Cr | ₹4866 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 11 Oct 2014 | 01 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 39% |
Expense Ratio | 1.79 | 1.19 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01C78 | INF200KA1DA4 |
Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 | Exit load of 0.10% if redeemed within 15 days./365 |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.96% | -1.43% |
6 Month | 3.82% | 5.73% |
1 Year | 14.86% | 13.44% |
3 Year | 10.41% | 9.59% |
5 Year | 10.83% | 11.12% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.58% | 12.45% |
3 Year | 13.11% | 13.29% |
5 Year | 12.39% | 12.52% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.66% | 9.19% |
3 Year | 8.72% | 8.81% |
5 Year | 8.63% | 8.62% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.82% | 4.73% |
Sharp | 1.46% | 0.7% |
Beta | 0.7% | 0.8% |
Alpha | 3.58% | 2.09% |
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Get Free Experts GuidanceScheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Fund Manage | 33 | 43 |
Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 29.09 | 26.22 |
Large Cap | 21.05 | 35.85 |
Mid Cap | 5.33 | 8.09 |
Small Cap | 7.64 | 9.59 |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 27.44 | 40.65 |
Telecom - Services | 0.85 | - |
Petroleum Products | 1.39 | - |
IT - Software | 3.49 | - |
Pharmaceuticals & Biotechnology | 0.51 | - |
Cement & Cement Products | -0.01 | - |
Personal Products | 1.16 | - |
Construction | 1 | 2.55 |
Ferrous Metals | 0 | - |
Finance | 1.51 | - |
Banks | 3.39 | - |
Retailing | 2.59 | - |
Diversified FMCG | 2.24 | - |
Non - Ferrous Metals | -0.01 | - |
Leisure Services | 1.3 | - |
Aerospace & Defense | 0 | - |
Realty | 0 | - |
Other Electrical Equipment | 0.05 | - |
Insurance | 1.27 | - |
Automobiles | 3.72 | - |
Gas | 2.17 | - |
Consumer Durables | 1.93 | - |
Diversified Metals | 0 | - |
Oil | -0.01 | - |
Power | 2.02 | - |
Entertainment | 0.45 | - |
Electrical Equipment | 0 | - |
Metals & Minerals Trading | -0.01 | - |
Healthcare Services | 0.26 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | - |
Transport Services | 0.74 | - |
Transport Infrastructure | -0.02 | - |
Capital Markets | 1.05 | - |
Auto Components | 0.82 | - |
Textiles & Apparels | 0.25 | - |
Beverages | 0.99 | - |
Industrial Manufacturing | 0.58 | - |
Services | - | 1.62 |
Healthcare | - | 3.2959746043559E-17 |
Financial | - | 14.68 |
Consumer Staples | - | -6.9388939039072E-17 |
Materials | - | 2.35 |
Automobile | - | 0.74 |
Energy | - | 2.74 |
Technology | - | -9.7144514654701E-17 |
Consumer Discretionary | - | 2 |
Metals & Mining | - | 1.08 |
Communication | - | 2.95 |
Capital Goods | - | 0.71 |
Sovereign | - | 6.11 |
Textiles | - | 1.57 |
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